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Name *

First Name

Last Name

Address

Address 1

Address 2

City

State/Province

Zip/Postal Code

Country

Check the appropriate option below

I am single

I am married or in a committed relationship

Please type in the full name of your beneficiary

First Name

Last Name

What do you want this beneficiary to receive as an inheritance?

A percentage of the trust's assets.

One or more specific gifts. (You will enter information about specific gifts later in the interview.)

A percentage of the trust's assets PLUS one or more specific gifts.

After taking into consideration the age and maturity of this beneficiary, how do you want your inheritance to be distributed?

Assets for children under 18 will be managed by your trustee. (A trustee is the person you name to manage the assets in your trust. Most people name themselves--and their spouse if married--as the trustee until they become incapacitated or die.) We find that even after age 18, however, some beneficiaries are not able to prudently manage their inheritance. A common way to deal with this situation is have the trustee distribute specific portions of a beneficiary's inheritance at certain ages. (For example, one-third at age 25, one-third at age 30, the balance at age 35.) Others consider their children to be financially responsible enough to be able to receive their entire inheritance in a lump sum.

In a lump sum

In a series of distributions over time

If this beneficiary dies before you do, where do you want this share to go?

To my beneficiary's children

To my beneficiary's siblings

To some other person or charity

Do you have another beneficiary?

Yes

No

Please type in the full name of your beneficiary

First Name

Last Name

Is this beneficiary under 18?

Yes

No

What do you want this beneficiary to receive as an inheritance?

A percentage of the trust's assets

One or more specific gifts. (You will enter information about specific gifts later in the interview.)

A percentage of the trust's assets PLUS one or more specific gifts

After taking into consideration the age and maturity of this beneficiary, how do you want your inheritance to be distributed?

Assets for children under 18 will be managed by your trustee. (A trustee is the person you name to manage the assets in your trust. Most people name themselves--and their spouse if married--as the trustee until they become incapacitated or die.) We find that even after age 18, however, some beneficiaries are not able to prudently manage their inheritance. A common way to deal with this situation is have the trustee distribute specific portions of a beneficiary's inheritance at certain ages. (For example, one-third at age 25, one-third at age 30, the balance at age 35.) Others consider their children to be financially responsible enough to be able to receive their entire inheritance in a lump sum.

In a lump sum

In a series of distributions over time

If this beneficiary dies before you do, where do you want this share to go?

To my beneficiary's children

To my beneficiary's siblings

To some other person or charity

Do you have another beneficiary?

Yes

No

Please type in the full name of your third beneficiary

First Name

Last Name

After taking into consideration the age and maturity of this beneficiary, how do you want your inheritance to be distributed?

Assets for children under 18 will be managed by your trustee. (A trustee is the person you name to manage the assets in your trust. Most people name themselves--and their spouse if married--as the trustee until they become incapacitated or die.) We find that even after age 18, however, some beneficiaries are not able to prudently manage their inheritance. A common way to deal with this situation is have the trustee distribute specific portions of a beneficiary's inheritance at certain ages. (For example, one-third at age 25, one-third at age 30, the balance at age 35.) Others consider their children to be financially responsible enough to be able to receive their entire inheritance in a lump sum.

In a lump sum

In a series of distributions over time

When do you want your beneficiary to receive this lump sum?

At my death

At a certain age

Do you have a third distribution?

Yes

No

What do you want this beneficiary to receive as an inheritance?

A percentage of the trust's assets

One or more specific gifts. (You will enter information about specific gifts later in the interview.)

A percentage of the trust's assets PLUS one or more specific gifts

If this beneficiary dies before you do, where do you want this share to go?

To my beneficiary's children

To my beneficiary's siblings

To some other person or charity

Do you have another beneficiary?

Yes

No

Please type in the full name of your fourth beneficiary

First Name

Last Name

After taking into consideration the age and maturity of this beneficiary, how do you want your inheritance to be distributed?

Assets for children under 18 will be managed by your trustee. (A trustee is the person you name to manage the assets in your trust. Most people name themselves--and their spouse if married--as the trustee until they become incapacitated or die.) We find that even after age 18, however, some beneficiaries are not able to prudently manage their inheritance. A common way to deal with this situation is have the trustee distribute specific portions of a beneficiary's inheritance at certain ages. (For example, one-third at age 25, one-third at age 30, the balance at age 35.) Others consider their children to be financially responsible enough to be able to receive their entire inheritance in a lump sum.

In a lump sum

In a series of distributions over time

Do you have a third distribution?

Yes

No

What do you want this beneficiary to receive as an inheritance?

A percentage of the trust's assets

One or more specific gifts. (You will enter information about specific gifts later in the interview.)

A percentage of the trust's assets PLUS one or more specific gifts.

If this beneficiary dies before you do, where do you want this share to go?

To my beneficiary's children

To my beneficiary's siblings

To some other person or charity

Do you have another beneficiary?

Yes

No

Please type in the full name of your fifth beneficiary.

First Name

Last Name

After taking into consideration the age and maturity of this beneficiary, how do you want your inheritance to be distributed?

Assets for children under 18 will be managed by your trustee. (A trustee is the person you name to manage the assets in your trust. Most people name themselves--and their spouse if married--as the trustee until they become incapacitated or die.) We find that even after age 18, however, some beneficiaries are not able to prudently manage their inheritance. A common way to deal with this situation is have the trustee distribute specific portions of a beneficiary's inheritance at certain ages. (For example, one-third at age 25, one-third at age 30, the balance at age 35.) Others consider their children to be financially responsible enough to be able to receive their entire inheritance in a lump sum.

In a lump sum

In a series of distributions over time

Do you have a third distribution?

Yes

No

What do you want this beneficiary to receive as an inheritance?

A percentage of the trust's assets

One or more specific gifts. (You will enter information about specific gifts later in the interview.)

A percentage of the trust's assets PLUS one or more specific gifts

If this beneficiary dies before you do, where do you want this share to go?

To my beneficiary's children

To my beneficiary's siblings

To some other person or charity

Do you have another beneficiary?

Yes

No

Which successor trustee is best for you after you (and your spouse) have died? A single successor trustee or successor co-trustees?

Single trustee

Co-trustees

Please type in the name of your trustee

First Name

Last Name

Please type in the name of your back-up trustee

It's a great idea to name at least one back-up trustee because of all the things that could happen to prevent your trustee from being able to serve.

First Name

Last Name

Do you want to name someone as your second back-up trustee?

To be on the safe side, it's good to have a second back-up trustee, just in case the first back-up can't serve.

Yes

No

Please type in the name of your first co-trustee:

First Name

Last Name

Please type in the name of your back-up trustee

It's a great idea to name at least one back-up co-trustee because of all the things that could happen to prevent your trustee from being able to serve.

First Name

Last Name

Do you want to name someone as your second back-up trustee?

Yes

No. Not at this time.

Who do you want to be your agent (attorney-in-fact) to act on your behalf?

My spouse or partner

Someone else

Do you want to name an alternate agent if your first agent is unable to act on your behalf?

Yes

No

Yes No Are you married or in a domestic partnership?

Yes

No

Who do you want to be your health care representative?

My spouse or partner

Someone else

Do you want to name an alternate health care representative if your first representative is unable to act on your behalf?

Yes

No

Are you married or in a domestic partnership?

Yes

No

The first step is to identify the kind of deed:

Grant Deed

Warranty Deed

Quitclaim Deed

Bargain and Sale Deed

Other

There is often a phrase right after the names on a deed. Click on a choice below if it matches the phrase on your deed. If there are no exact matches, select "Other."

Husband and wife

Tenants by the entireties

Joint tenants

Tenants in common

An individual

Other

What information do you want to enter now?

I want to enter information about specific gifts

I want to enter information about my motor vehicles

I want to enter information about my financial accounts

I want to enter information about leaving a gift to a charitable organization

I'm finished